RB - Affluent Business:Associate Partner

Axis Bank

Stock Market Trading Asset & Wealth Management

92+ Applicants

Posted: 1 week ago

0-1 years

Ernakulam, Kerala

work from office

Posted: 1 week ago

Applicants: 92+

Job Description

About Company

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Job Description

About Burgundy Private

Burgundy Private is a privatebankingplatform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for HNIs/ ultra HNIs clients.

AbouttheRole

The role of partner would manage the UHNI relationships of Banks customers, their family and business entities. Provide wealth management advisory and solutions based on clients needs and risk profile

Key Responsibilities

Acquire and onboard new Emerging HNI / Burgundy Private clients as per assigned acquisition targets.
fulfilling the banking, financial and wealth management needs of the mapped customers.
Interact with internal referral sources to identify prospects and referral opportunities
Explore, Provide inputs to the product and research team for any new products that the customer requires
Conduct monthly client connects and portfolio reviews as per benchmarks and Recommend products & services as per client financial needs and risk profile

Qualifications

CA / CFA / Business Management or other relevant Post Graduate degree

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AMFI & IRDA certification

Role Proficiencies:

Knowledge of Financial markets
Knowledge of Banking & Investment products & services
Ability to work effectively across functions and demonstrated ability to coach and mentor others
Ability to prioritize and make decisions in a fast-paced environment
Ability to work as a part of team and contribute towards team goals
Ability to manage multiple tasks/projects and deadlines simultaneously
Ability to conceptualize and implement competent marketing strategies with a view to penetrate new accounts

Skills

Business ManagementAcquisitionAdvisoryAmfiInvestment ProductsWealthWealth ManagementCaCfa

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About Company

Axis Bank, one of India's leading private sector banks, is recognized for its innovative financial solutions and customer-centric approach. With a strong presence spanning across retail, corporate, and institutional banking, Axis Bank offers a comprehensive range of products and services tailored to meet the diverse needs of its customers. Committed to leveraging technology to enhance banking experiences, Axis Bank provides convenient digital banking platforms and cutting-edge financial tools. With a focus on transparency, integrity, and customer satisfaction, Axis Bank continues to be a trusted partner for individuals and businesses alike. Explore exciting career opportunities with Axis Bank, where talent is nurtured, and aspirations are realized in shaping the future of banking in India.

Important dates & deadlines?

Application Deadline

20 Jun 26, 01:55 PM IST

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